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AB

Alan R. Beckham

Some features on this profile are disabled
CRD#: 2169260
AB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan Robert Beckham was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1991. Alan had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 27, 2025 - February 26, 2025

ONE WEALTH MAP, LLC

RIA
CRD#: 171750
LAS VEGAS, NV
Past

March 15, 2007 - January 10, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Las Vegas, NV
Past

March 2, 2004 - January 10, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Las Vegas, NV
Past

December 5, 2003 - February 23, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

May 6, 1993 - October 10, 2003

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 23, 1992 - April 20, 1993

CONSOLIDATED INVESTMENT SERVICES, INC.

BD
CRD#: 7929
LITTLETON, CO
Past

October 4, 1991 - September 25, 1992

SIMMONS & BISHOP CO. INC.

BD
CRD#: 14300
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
ONE WEALTH MAP, LLC
ANDERSON WEALTH MANAGEMENT, LLC | ZEUSS LLC | WISER RETIRE, LLC | SCOTLOCH | ONE WEALTH MAP, LLC | ONE WEALTH MAP LLC | NEXUS PARTNERS LLC | INTEGRATED WEALTH MANAGEMENT, LLC | INTEGRATED WEALTH MANAGEMENT LLC | INTEGRATED ASSET MANAGEMENT, LLC | H&H TAX AND BUSINESS ADVISORS | H&H RETIREMENT DESIGN AND MANAGEMENT INC | ENLITE NOW LLC | CERTIFIED ADVISORS NETWORK | BLUE APPLE ENT. | BENGAL PICTURES, LLC

CRD#: 171750 / SEC#: 801-114697

RIA
Registered Investment Advisory firm - (2/12/2019 Approved)
Texas
Registered Investment Advisory firm - (4/1/2021 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/16/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

OW
ONE WEALTH MAP, LLC
ANDERSON WEALTH MANAGEMENT, LLC | ZEUSS LLC | WISER RETIRE, LLC | SCOTLOCH | ONE WEALTH MAP, LLC | ONE WEALTH MAP LLC | NEXUS PARTNERS LLC | INTEGRATED WEALTH MANAGEMENT, LLC | INTEGRATED WEALTH MANAGEMENT LLC | INTEGRATED ASSET MANAGEMENT, LLC | H&H TAX AND BUSINESS ADVISORS | H&H RETIREMENT DESIGN AND MANAGEMENT INC | ENLITE NOW LLC | CERTIFIED ADVISORS NETWORK | BLUE APPLE ENT. | BENGAL PICTURES, LLC

CRD#: 171750 / SEC#: 801-114697

RIA
Registered Investment Advisory firm - (2/12/2019 Approved)
Texas
Registered Investment Advisory firm - (4/1/2021 Terminated)
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Contact information

Main Address
1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135
Mailing Address
Phone number
(702) 470-2660
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JANUARY 2025 (1/6/2025)

Regulatory assets under management

Total Number of Accounts1,314
AUM (Assets Under Management)$ 1,101,210,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ONE WEALTH MAP, LLC

CRD#: 171750

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Contact information

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